# Etic 401(k) Plan
Source: https://planprovider.pro/companies/etic-401k-plan

> Etic's 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Etic

- **Sponsor EIN:** 770274570

- **Sponsor Address:** 3478 BUSKIRK AVE STE 220, PLEASANT HILL, CA, 94523

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|105|$17.4M|$302,129|$947,535|

| 2023|99|$14.6M|$285,057|$1.1M|

| 2022|106|$11.9M|$224,022|$971,610|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JP MORGAN SECURITIES LLC|ADVISOR|$32,940|—|$32,940|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$31,207|—|$31,207|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN SECURITIES LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,147

- **Estimated Expense Ratio:** 0.369% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$64,147|$32,940|—|—|—|

| 2023|$69,390|$40,084|—|—|—|

| 2022|$74,722|—|—|—|—|

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